Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wesley? Claim Your ProfileWesley Cyrus is a registered investment advisor representative with Principal Securities, Inc. Wesley has been in the financial industry since July 2015. Wesley is registered in multiple states and has earned several securities licenses, including Series 7, 63, and 65. Wesley's primary focus is providing financial planning and investment management services to individuals, corporations, and charitable organizations. Wesley also offers educational seminars and consulting services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Seminar fees, solicitors fees, subscription consulting fees
1
2
OK
06/17/2021 - Present
Principal Securities, Inc. (PRYOR OK)
OK
07/10/2015 - 02/14/2020
MWA FINANCIAL SERVICES INC. (Tulsa OK)
IA
Issued 07/30/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/26/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/02/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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